Create an Attribute Element List Prompt Based on Attribute Forms

An attribute element list prompt allows a user to choose from a list of attribute elements to be included in a filter or custom group. This is generally the simplest prompt for users to answer, because it offers the fewest number of answers to choose from and does not require the user to create a filtering statement.

You create the specific attribute elements to be displayed in the prompt, by using one of the following methods:

  • Selecting all elements associated with an attribute
  • Creating a filter that returns a limited list of elements from one attribute
  • Selecting specific attribute elements one by one

In Library, you can create a stand-alone prompt to be used in other objects. You can also create a prompt that is embedded in a report filter.

Comparing Filter Definition Prompts

Of the filter definition prompts for attributes, the attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. The hierarchy qualification prompt allows users to select from the widest number of attribute elements when they are choosing prompt answers to define their filtering criteria. The attribute qualification prompt is more restrictive than the Hierarchy prompt, but less restrictive than the Attribute Element prompt.

Prerequisites

You must have the Web Use Prompt Editor privilege.

Create an Attribute Element List Prompt

  1. In Library, click Create New , point to Objects, then select Prompt.
    • To edit an existing prompt instead, find the prompt and double-click it. You can search for the prompt or navigate to it using browse folders.

  2. If you are connected to multiple projects, select the project to create the metric in and click OK.

  3. To create an embedded prompt within a report filter, complete the following steps: 
    1. In the Filter panel of the report, in the Report Filter tab, click Create New .
    2. Click Create Prompt.
  4. From the Select the Type of Prompt to Begin drop-down list, select Elements of an Attribute.

  5. In the Elements of an Attribute box, search for and add an attribute. The attribute's elements display in the prompt, and users select their filter criteria from a list of these attribute elements.

    • You can also drag and drop objects from the Object Browser.

  6. By default, all the attribute elements display in the prompt. You can determine the specific elements that display, by clicking All Elements. Choose one of the following options:

    • To display all of the attribute's elements to the user when they are answering the prompt, select All Elements. This is the default choice.
    • To create a list of attribute elements from which users can choose, select Specific Elements. Use the Search box to find and select the elements.
    • To reduce the number of attribute elements that are displayed, select Filtered Elements. This option is useful for attributes with a large number of elements, such as Customer or Employee. You can select a filter that returns a specific set of customers, for example, the top 100 customers this month. Browse to the filter in the Object Browser and drag it to the box.
  7. Edit the predefined text for the Prompt title and instructions by clicking the text. Type a new Prompt Title and Instructions in the boxes.

  8. To set a minimum and/or maximum, require a prompt answer, and enable personal answers, click None next to Answer restrictions.

    • To set the minimum number of attribute elements that can be selected by the user, select the Minimum Value check box and type the value in the box. You can specify a minimum even if you do not specify a maximum.

    • To set the maximum number of attribute elements that can be selected by the user, select the Maximum Value check box and type the value in the box. You can specify a maximum even if you do not specify a minimum.

    • To require users to answer the prompt before running the report, select the Prompt Answer Required check box.

    • To determine whether users can save and reuse their prompt answers, select the Allow Personal Answers check box. Choose how many prompt answers they can save for the prompt:

      • Single Save and reuse only one prompt answer.

      • Multiple Save and reuse multiple prompt answers.

  9. If users tend to select the same elements, define them as the default. Default answers are automatically selected and save users time.
    1. Click None next to Default Answer.
    2. Use the Search box to search for and select elements.
  10. You can format how the prompt displays.

    1. Click Options.
    2. Select the Display Style. The styles include:
      • Radio Button: Users select an attribute element by clicking a radio button.

      • Check Box: Users specify attribute elements by selecting check boxes.

      • Pull-Down: Users select an answer from a drop-down list.

      • List: Users select prompt answers from a list.

      • Shopping Cart: Users add values to a list of selected values.

      The available formatting options vary depending on the prompt's type and display style.

    3. If you select Radio Button or Check Box, you can determine how the prompt items are arranged.
      • From the Orientation drop-down list, select Vertical or Horizontal.
      • You can specify how many items display in each column or row by selecting the Items Per Column or Row check box and typing the value.
    4. If the prompt lists all elements, you can determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).

  11. Do one of the following:
    • If you are creating a stand-alone prompt, click Save in the upper left.
    • If you are creating an embedded prompt in a report, to finish creating the filter, begin at this step.

    Use the Stand-alone Prompt

  12. Add your attribute element list prompt to a report, filter, or custom group:
    • To let users determine the data that is included in the report, add an attribute element list prompt to the report's filter.
    • To let users determine the data to use in a filter, add an attribute element list prompt to a filter.
    • To let users determine the data to include in a custom group, add an attribute element list prompt to a custom group.